# AHIP Medicare Exam Prep 32, Permission to Contact and Unsolicited Outreach

Page: https://stenobird.com/podcast/insurance-exam-prep-7644557/ahip-medicare-exam-prep-32-permission-to-contact-and-unsolicited-outreach
Text version: https://stenobird.com/podcast/insurance-exam-prep-7644557/ahip-medicare-exam-prep-32-permission-to-contact-and-unsolicited-outreach.md
Podcast: [Insurance Exam Prep](https://stenobird.com/podcast/insurance-exam-prep-7644557)
Published: 2026-09-17T23:26:01+00:00
Episode link: https://open-exam-prep.com/
Audio file: https://episodes.captivate.fm/episode/37846865-03a5-4be6-98d5-b2c06744fa47.mp3
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Duration seconds: 210

## Resource

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - Unsolicited outreach methods such as cold calling, door-to-door visits, and leaving materials on doors are strictly prohibited by CMS rules. - Client referrals cannot be directly contacted by an agent unless the referral initiates contact or explicit prior permission is secured. - Business Reply Cards (BRCs) grant permission to contact that is strictly limited in scope to the requested product types. - Inbound calls permit answering the caller's immediate questions but do not grant broad authorization for future unsolicited calls or home visits. - Permission to contact is fact-specific, non-transferable, limited in duration, and summarized by the rule that permission is Specific, Sole, and Short-lived. For more free exam prep tools, practice questions, and AI-powered explanations, visit https://open-exam-prep.com/ or YouTube Channel: https://www.youtube.com/@Open-exam-prep

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## Transcript

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